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Donaldson

606 hedge funds and large institutions have $8.59B invested in Donaldson in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 195 increasing their positions, 223 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $8.75M

1% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 69

0.14% more ownership

Funds ownership: 87.24%87.38% (+0.14%)

4% less capital invested

Capital invested by funds: $8.91B → $8.59B (-$326M)

2% less funds holding

Funds holding: 617606 (-11)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
70
Increased
195
Reduced
223
Closed
69
Calls
$12.4M
Puts
$8.75M
Net Calls
+$3.65M
Net Calls Change
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.45M -$8.5K -88 -0.3%
BCI
202
Brinker Capital Investments
Pennsylvania
$2.36M -$83.2K -862 -3%
SOMRS
203
State of Michigan Retirement System
Michigan
$2.36M +$38.6K +400 +1%
ASN
204
Advisory Services Network
Georgia
$2.36M -$371K -3,841 -12%
Holocene Advisors
205
Holocene Advisors
New York
$2.31M -$605K -6,263 -19%
SI
206
Scharf Investments
California
$2.27M -$23.8M -246,803 -90%
Nomura Asset Management
207
Nomura Asset Management
Japan
$2.26M +$452K +4,677 +21%
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$2.19M -$7.34K -76 -0.3%
Voloridge Investment Management
209
Voloridge Investment Management
Florida
$2.18M -$20.1M -207,770 -89%
VFA
210
Values First Advisors
Tennessee
$2.14M -$12.4K -128 -0.5%
NMERB
211
New Mexico Educational Retirement Board
New Mexico
$2.11M
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$2.07M +$589K +6,099 +33%
IIA
213
ICW Investment Advisors
Arizona
$2.06M -$36.6K -379 -2%
RBC
214
Romano Brothers & Co
Illinois
$2.04M -$31.4K -325 -1%
NGA
215
Naples Global Advisors
Florida
$2.02M +$35.2K +364 +2%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$2.01M +$52.3K +542 +2%
Squarepoint
217
Squarepoint
New York
$1.99M +$2.26M +23,418 New
P
218
&Partners
Tennessee
$1.98M +$172K +1,779 +8%
JIM
219
Jensen Investment Management
Oregon
$1.97M -$1.63M -16,840 -42%
CB
220
Commerce Bank
Missouri
$1.95M -$238K -2,460 -10%
EP
221
Edgestream Partners
New Jersey
$1.95M +$2.22M +22,937 New
EMPI
222
Elo Mutual Pension Insurance
Finland
$1.88M +$73.3K +759 +4%
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$1.86M -$149K -1,547 -7%
ANTB
224
AMG National Trust Bank
Colorado
$1.84M -$48.2K -499 -2%
HW
225
Hancock Whitney
Mississippi
$1.81M +$35.3K +366 +2%